Project 
Tabs in the main Project screen
| Icon | Tab | Description |
|---|---|---|
 |
Search | Search field and history list |
 |
Favorites | A list of projects you have defined as favorites (yellow star). Used to access to projects you work with a lot or want to keep track of. |
 |
My open projects | A list of projects not marked as completed. Select a project to view details about it. |
Project information
Header:
- Icon. A project image or placeholder
- Project name (title)
- Responsible (owner)
- Type, status, date
Icons in the action bar: New appointment, Send email, Go to website, Set stage
Tabs:
| Icon | Tab | Description |
|---|---|---|
 |
Details | Description and info. Edit to update info or mark as lost/sold/open/stalled |
 |
Project members | Persons associated with the project. |
 |
Activities | Appointments, tasks, and phone calls linked to the project. |
 |
Documents | Documents and emails linked to the project. |
 |
Sales | Any sales linked to the project. |
 |
Requests | Any requests linked to the project. |
The number in the red circle next to the Project icon in the navigator shows how many overdue projects you have. A plus sign (+) in the red circle, means 10 or more.
View your own projects
Go to Project.
Select the My open projects tab.
Select a project to examine it.
The Stage field shows how far in the process you are and which stage the project has reached. For example, first meeting, prospect, or quotation.
Tip
To configure visible fields, tap the cogwheel (
). Use the toggle to hide/show fields. Tap and drag to re-arrange the order. Save your changes.
View any project (not your own)
When viewing other users' projects, only information that you have the rights to see is shown.
Go to Project.
Search for a project by its name (or select a project from the history list or from the favorites).
Tip
To get a list of all projects, tap Search leaving the search box empty.